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Cedar Brook Financial Partners’s Aon AON Stock Holding History

Cedar Brook Financial Partners’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-762
Closed -$254K – 44
2024
Q1 		$254K Sell
762
-7
-0.9% -$2.17K 0.05% 354
2023
Q4 		$230K Sell
769
-107
-12% -$34.3K 0.05% 354
2023
Q3 		$284K Buy
876
+51
+6% +$16.9K 0.07% 268
2023
Q2 		$285K Sell
825
-2
-0.2% -$650 0.07% 292
2023
Q1 		$261K Buy
827
+1
+0.1% +$310 0.07% 292
2022
Q4 		$248K Sell
826
-53
-6% -$15.5K 0.07% 299
2022
Q3 		$235K Buy
879
+19
+2% +$5.37K 0.08% 293
2022
Q2 		$232K Buy
860
+37
+4% +$10.6K 0.07% 297
2022
Q1 		$268K Sell
823
-478
-37% -$139K 0.07% 307
2021
Q4 		$391K Sell
1,301
-42
-3% -$12.6K 0.1% 220
2021
Q3 		$384K Sell
1,343
-62
-4% -$16.7K 0.12% 203
2021
Q2 		$335K Buy
1,405
+482
+52% +$118K 0.1% 245
2021
Q1 		$212K Sell
923
-35
-4% -$7.7K 0.07% 299
2020
Q4 		$202K Buy
+958
New +$196K 0.07% 302

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Cedar Brook Financial Partners's AON Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Aon (AON) in Q2 2024, closing a stake of 762 shares — an estimated $254K sold.

Cedar Brook Financial Partners first reported a position in AON in Q4 2020 and held it in 14 quarters. The position peaked at $391K in Q4 2021. 1,109 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 762 Aon shares in Q2 2024, an estimated $254K.
  • Cedar Brook Financial Partners first reported a position in Aon in Q4 2020 and held it in 14 quarters.
  • Cedar Brook Financial Partners's Aon position peaked at $391K in Q4 2021.
  • 1,109 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.